Whether you’re saving for a house, planning your retirement, educating your children or grandchildren, preparing your taxes, or working through separation and divorce issues, our team of experts will assist you.
The Tax Management Centre provides tax planning and preparation, and offers a wide variety of investment products and services. We incorporate tax planning into long-term financial planning. Started in 1993, The Tax Management Centre has grown to become one of Oakville’s most active and progressive tax and financial planning offices.
Founded by June Oliver, CGA, CFP, FDS, CDFA, EPC, the company is driven by her belief in minimizing tax exposure and that no one should pay one cent more in income tax than required by law. Tax planning and preparation is the foundation of The Tax Management Centre.
June overseas a team of tax advisors and investment professionals who are licensed to provide mutual funds and insurance products. We can help you plan your financial future by providing diversified products and investment tools. The Tax Management Centre represents over 30 mutual fund companies and 20 insurance providers and we can also open deposit accounts for ING and Manulife for our clients.
The mission of The Tax Management Centre is to individually serve each client to minimize their tax burden, and to provide every client with personal comprehensive service. We accomplish this goal by having our experienced and knowledgeable team of professionals work on behalf of the client to provide options to reduce or defer taxes through tax strategies and investment tax planning.